Institutional Ownership Ishares Trust Ishares Msci Glo (SDG)
This table provides information about the institutional ownership of Ishares Trust Ishares Msci Glo (SDG). We have compiled data on the 112 institutions that hold shares in the stock, with a total of 941,949 shares, which have been reported (via 13F filing form) to have a value of $77.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
8,153
shares
|
$670,502
0.0% of portfolio
|
Q2 2025
Reduced 4.3%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
8,069
shares
|
$663,594
0.0% of portfolio
|
Q2 2025
Added 5.37%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jul 15, 2025 Q2 2025 |
7,863
shares
|
$646,653
0.11% of portfolio
|
Q2 2025
Reduced 3.8%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
7,575
shares
|
$622,968
0.01% of portfolio
|
Q2 2025
Added 16.11%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
Aug 14, 2025 Q2 2025 |
7,425
shares
|
$610,632
0.35% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
7,364
shares
|
$605,615
0.0% of portfolio
|
Q2 2025
Reduced 60.18%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
7,319
shares
|
$601,914
0.03% of portfolio
|
Q2 2025
Reduced 41.54%
|
|
|
Brio Consultants, LLC
|
Aug 07, 2025 Q2 2025 |
7,278
shares
|
$598,542
0.08% of portfolio
|
Q2 2025
Added 9.71%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
6,834
shares
|
$562,028
0.02% of portfolio
|
Q2 2025
Added 14.51%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
6,682
shares
|
$549,527
0.01% of portfolio
|
Q2 2025
Reduced 3.5%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
6,637
shares
|
$545,826
0.0% of portfolio
|
Q2 2025
Reduced 42.12%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
6,288
shares
|
$517,125
0.0% of portfolio
|
Q2 2025
Reduced 1.01%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
5,866
shares
|
$482,419
0.0% of portfolio
|
Q2 2025
Added 14.32%
|
|
|
Claro Advisors LLC
Boston, MA |
Aug 05, 2025 Q2 2025 |
5,771
shares
|
$474,607
0.08% of portfolio
|
Q2 2025
Reduced 11.01%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
5,713
shares
|
$469,837
0.02% of portfolio
|
Q4 2024
Added 1.95%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
5,494
shares
|
$451,826
0.11% of portfolio
|
Q2 2024
Reduced 0.04%
|
|
|
Plum Street Advisors, LLC
New Orleans, LA |
Aug 11, 2025 Q2 2025 |
5,159
shares
|
$424,276
0.17% of portfolio
|
Q2 2025
Reduced 7.48%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
5,045
shares
|
$414,900
0.0% of portfolio
|
Q2 2025
Reduced 40.76%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
5,000
shares
|
$411,200
0.0% of portfolio
|
Q1 2025
Reduced 6.14%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
4,887
shares
|
$401,906
0.0% of portfolio
|
Q4 2024
Reduced 1.63%
|
|
|
Tradition Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
4,735
shares
|
$389,406
0.03% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Kilter Howling LLC
Boulder, CO |
Aug 13, 2025 Q2 2025 |
4,401
shares
|
$361,938
0.2% of portfolio
|
Q2 2025
Added 1.06%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
4,301
shares
|
$353,714
0.01% of portfolio
|
Q2 2025
Reduced 1.04%
|
|
|
Warren Street Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
4,071
shares
|
$334,799
0.11% of portfolio
|
Q2 2025
Added 1.07%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Jul 31, 2025 Q2 2025 |
3,989
shares
|
$328,055
0.0% of portfolio
|
Q2 2025
Reduced 0.57%
|